Current Market Value 1,884,677,271
Current Holdings 278
Most Recent File Date 2025-07-22
Total Filings on Record 25
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Apexium Financial, Lp . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-22 2025-06-30 13F-HR 278 1,884,677
2025-05-14 2025-03-31 13F-HR 278 1,676,961
2025-01-22 2024-12-31 13F-HR 259 1,647,709
2024-10-15 2024-09-30 13F-HR 236 1,516,742
2024-08-06 2024-06-30 13F-HR 227 1,399,804
2024-04-19 2024-03-31 13F-HR 226 1,318,722
2024-02-08 2023-12-31 13F-HR 270 1,391,825
2023-10-25 2023-09-30 13F-HR 212 997,546
2023-08-14 2023-06-30 13F-HR 221 1,129,530
2023-05-17 2023-03-31 13F-HR 211 1,019,341
2023-02-14 2022-12-31 13F-HR 205 963,756
2022-11-14 2022-09-30 13F-HR 195 804,783
2022-07-28 2022-06-30 13F-HR 95 173,897
2022-04-22 2022-03-31 13F-HR/A 1 R 97 190,552
2022-04-19 2022-03-31 13F-HR 96 190,142
2022-01-19 2021-12-31 13F-HR 96 193,751
2021-10-12 2021-09-30 13F-HR 90 173,054
2021-07-15 2021-06-30 13F-HR 80 160,988
2021-05-14 2021-03-31 13F-HR 75 136,268
2021-01-19 2020-12-31 13F-HR 77 126,415
2020-10-27 2020-09-30 13F-HR 75 123,311
2020-07-22 2020-06-30 13F-HR 73 110,495
2020-04-20 2020-03-31 13F-HR 63 75,528
2020-01-08 2019-12-31 13F-HR 79 77,387
2019-02-12 2018-12-31 13F-HR 13 10,421